Integrate Kali Forms with Teamwork CRM

Send information between Kali Forms and Teamwork CRM automatically, without writing any code, using Zoho Flow.

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Add a new contact in Teamwork CRM for each new form submission received via Kali Forms

Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Teamwork CRM the form responses received in Kali Forms.

How it works
  1. The flow triggers when a form entry is submitted in Kali Forms.
  2. Zoho Flow creates a new contact in Teamwork CRM.
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Add a new contact in Teamwork CRM for each new form submission received via Kali Forms

Kali Forms + Teamwork CRM

Build your own integrations between Kali Forms and Teamwork CRM

Connect Kali Forms and Teamwork CRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Kali Forms and Teamwork CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form entry is submitted

Contact updated

Triggers when a contact is updated

Deal created

Triggers when a new deal is created

Company updated

Triggers when a company is updated

Deal updated

Triggers when a deal is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Note created

Triggers when a new note is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note

Create product

Creates a new product

Create lost reason

Creates a new lost reason

Create deal

Creates a new deal

Create company

Creates a new company

Fetch company

Fetches the details of an existing company

Fetch product

Fetches the details of an existing product

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

What is Kali Forms?

Kali Forms is a form builder WordPress plugin that helps users build customized forms like payment forms, contact forms, or feedback forms on their WordPress site.

Forms WordPress Plugins

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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